Financial Symmetry Inc Dimensional ETF Tr Short Durat Transaction History
Financial Symmetry Inc
- $194 Billion
- Q2 2025
A detailed history of Financial Symmetry Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Financial Symmetry Inc holds 13,922 shares of DFSD stock, worth $671,040. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,922
Previous 13,511
3.04%
Holding current value
$671,040
Previous $642 Million
4.1%
% of portfolio
0.35%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio